This video is a video of what a “retirement income plan” conversation looks like that takes place after one of our Social Security Seminars. For the attendees that would like a “retirement income plan” that also maximizes their Social Security, this is the conversation we have with them. Notice how there is a natural transition into the annuity conversation immediately following the Social Security maximization.
Broker World Article: Annuity Suitability: The Method to the Madness
Charlie's Broker World Colum for February. Remember, if you would like to navigate from page to page, use the arrows...
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